Replacing the customer in an existing order

From Sales > Sales dashboard

1. Click on the “Order info” icon (fig 1) to edit the order

2. Click on the “Customer replace” icon (fig 2) to open the “Customer replace” page
   

   

3. Select the new customer from the “Customer” list (fig 3)

4. If required - select a new / replace the Billing customer from the “Billing customer” list (fig 4)

5. If required - select a new / replace the Series from the “Series” list (fig 5)

6. The system will display pricing and product validation (checking if the price list and workflow templates in the order are valid for the new customer / billing customer / series selected.) (fig 64)

7. Click “Save & close” (fig 75)

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When using customer specific prices or workflow templates, the system may prevent the customer replacement or require you to select different prices or workflow templates

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